# Customer/Item Filter

**YouTube:** [How to Configure Customer - Item Filters in Sales Orders](https://www.youtube.com/watch?v=Bf3XNYOo69A)[?](https://www.youtube.com/watch?v=Bf3XNYOo69A)

## How to Configure Customer - Item Filters in Sales Orders?

This tutorial explains how to use the **Customer / Item Filter** feature in the Sales Order module in Logic ERP. This functionality allows businesses to filter items based on specific customers, linked companies, or assigned items, ensuring accurate and controlled order processing.

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### **Objective of This Feature**

* Filter items customer-wise during Sales Order entry
* Restrict item visibility based on linked companies or items
* Improve accuracy in item selection
* Reduce unwanted or incorrect item transactions

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### **Access to Sales Order Configuration**

* Go to **Sales Order Module**
* Click on **Configuration**
* Select the relevant **Sales Order Configuration**
* Locate the option labeled as:

> **“Customer / Item Filter”**

<figure><img src="/files/Tnnp24ZhsIuPx0zIKcPj" alt=""><figcaption></figcaption></figure>

**Available Parameters**

* **None**
* **Customer + Companies**
* **Customer + Items**

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### Parameter 1: None

**Functionality**

* No customer-wise or item-wise filtering is applied.
* All items are displayed in the item search list.

<figure><img src="/files/PHqbcvuWavQDpb2R4c7t" alt=""><figcaption></figcaption></figure>

***

### Parameter 2: Customer + Companies

**Functionality**

* Filters items based on the **Company/Brand linked with the customer**

**Link Customer with Company**

* Navigate to **Setup** and **Party Wise Settings**
* Open **Supplier + Companies Module**

<figure><img src="/files/O8cz6F6GkdD0F5MF83ko" alt=""><figcaption></figcaption></figure>

**Setup**

* Select the **Customer**
* Choose the relevant **Company/Brand**

<figure><img src="/files/AJwlu7HsJoe48Mc5bCJQ" alt=""><figcaption></figcaption></figure>

* Save the record

**Verify in Sales Order**

* Click on **New Order**
* Select the customer linked with the company

<figure><img src="/files/n4rlfXydsq78oOOXfCMI" alt=""><figcaption></figcaption></figure>

**System Behavior**

* Item Search List displays:
  * Only items belonging to the linked **Company/Brand.**

<figure><img src="/files/bjMQjQ8Ihdx5TdXju84Q" alt=""><figcaption></figcaption></figure>

***

### Parameter 3: Customer + Items

**Functionality**

* Filters items based on **specific items linked with the customer**

**Link Customer with Items**

* Navigate to **Setup** and **Party Wise Settings**
* Open **Supplier + Items Module**

<figure><img src="/files/x6TFSu5Npv2NEubknxXA" alt=""><figcaption></figcaption></figure>

**Setup**

* Select the **Customer**
* Choose the required **Items**

<figure><img src="/files/zC7f8XUl4t8aEyqLOWfF" alt=""><figcaption></figcaption></figure>

* Save the record

**Verify in Sales Order**

* Create a **New Sales Order**
* Select the customer linked with items

<figure><img src="/files/n4rlfXydsq78oOOXfCMI" alt=""><figcaption></figcaption></figure>

**System Behavior**

* Item Search List displays:
  * Only items linked with the selected customer

<figure><img src="/files/MjPmCL7wonyPsetcPXZ0" alt=""><figcaption></figcaption></figure>

### **Key Benefits**

* Better control over item visibility
* Prevents incorrect item selection
* Faster and more focused item search
* Improves customer-specific sales management

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### **Best Practice Tips**

* Regularly update customer-item/company mappings
* Use company-wise filtering for brand-specific customers
* Use item-wise filtering for exclusive customer agreements

***

### **Final Outcome**

* Item search becomes customer-specific
* Only authorized or linked items are displayed
* Sales Order process becomes faster and more accurate
* Improved control and efficiency in transactions


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